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Old 06-08-2008, 06:36 AM
39 posts, read 69,435 times
Reputation: 31
Default Financial Advisor

For the last couple of years my wife and I have been managing our own Roth IRA investments, 401ks, etc. We'll be arriving in Louisville at the end of the month and hope that it's our last stop for a long time.

Along those lines, one of the things we need to get situated long term is a good personal financial advisor. Does anyone on the board have someone that they go to or can recommend for a new Louisville resident?
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Old 06-08-2008, 02:00 PM
153 posts, read 342,380 times
Reputation: 40
I'd start with a small local bank...Stock Yards. They are strong and connected. Get a private banker there and ask for a good financial advisor. I'd recommend a local estate attorney but would rather not for personal reasons.
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